Five Star award winner Wesley Heinrichs

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager Award Winner 2022 and 2023

Wesley has a straightforward, optimistic approach to every situation that makes it clear he loves helping others. He is passionate about financial planning and educating clients on the myriad of decisions and options they face. Wesley’s goal is to simplify the complex and foster lifetime professional relationships that provide vital financial services at every juncture of life. He prides himself on giving his clients the same advice and cares that he would give to his own family.

Using Linea’s proprietary planning process called the Linea roadmap®, Wesley helps clients pursue their goals confidently by offering strategic support at every point of the journey. Because each investor is unique, Wesley maps out customized plans to help them reach their destinations. He specializes in investment management, portfolio construction, holistic financial planning, goal setting, strategic retirement solutions, and sophisticated tax planning. Wesley works with a diverse group of professionals, including business owners, executives, singles, and multigenerational families.

Wesley joined the Linea Private Wealth Management Team in 2020. He is a Certified Financial Planner PROFESSIONALTM (CFP®) and holds his Series 7, 63 (held through LPL Financial), and 65 (held through IFG Advisory, LLC) licenses. He began his career in the financial services industry after graduating from Georgia Southern University in 2016, where he obtained his bachelor’s degree in Finance with a minor in Information Systems.

Wesley currently lives in Atlanta and enjoys spending time with his friends and family. He is very active and loves being outdoors, including running, hiking, and fishing. He likes anything to do with sports, whether it is cheering on the Georgia Bulldogs or participating in men’s amateur leagues.

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This award was issued on 9/1/23 by Five Star Professional (FSP) for the time period 11/14/22 through 5/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,209 Atlanta-area wealth managers were considered for the award; 237 (7% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 3285, 263, 8%, 9/1/22, 12/13/21 - 6/10/22; 2021: 3254, 265, 8%, 9/1/21, 11/30/20 - 6/25/21; 2020: 3314, 268, 8%, 9/1/20, 12/23/19 - 7/10/20; 2019: 3197, 285, 9%, 9/1/19, 12/10/18 - 7/23/19; 2018: 3248, 287, 9%, 9/1/18, 12/29/17 - 7/24/18; 2017: 2378, 301, 13%, 9/1/17, 12/30/16 - 7/14/17; 2016: 2210, 526, 24%, 8/1/16, 2/4/16 - 7/22/16; 2015: 3620, 546, 15%, 9/1/15, 2/4/15 - 7/22/15; 2014: 4433, 560, 13%, 9/1/14, 2/4/14 - 7/22/14; 2013: 2852, 592, 21%, 9/1/13, 2/4/13 - 7/22/13; 2012: 2660, 607, 23%, 9/1/12, 2/4/12 - 7/22/12.

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Securities are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Advisory Services are offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, Integrated Financial Group, and Linea Private Wealth Management are separate from LPL Financial.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.